AIS Planning

Jason Hallonquist is a CFP® professional with 23 years of experience in financial planning and investment advisory services. He has been with AIS Planning since 2008 and previously worked at Winona Bank Holding Company Financial Services. Outside of his advisory role, Hallonquist serves on the board of Anne Marie's Alliance, a battered women’s shelter and support system, and is active in several community organizations including the Rotary Club of St. Cloud and the St. Cloud Chamber of Commerce. AIS Planning is a team of nine advisors serving individuals, trusts, estates, and retirement plans with financial planning, discretionary investment management, and qualified retirement plan consulting. The firm employs model strategies and sub-advisers such as SEI Investments Management Corporation and American Funds, focusing on asset allocation, diversification, and tax-awareness across a variety of investment vehicles.

Teresa Bawden is a Series 65 licensed advisor at AIS Planning with four years of industry experience. Her prior work includes roles at Tax Sheltered Compensation Inc, CBA, Minnwest Bank, and Bremer Bank. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans with financial planning, discretionary investment management, and qualified retirement plan consulting. The firm employs model strategies and sub-advisers while managing client oversight, allocation, rebalancing, and communication for a diverse client base.

Charles Shaefer is a financial advisor with AIS Planning in Fort Myers, FL, holding a Series 63 designation and 12 years of industry experience. He has worked at AIS Planning since 2015 and previously at Keystone Wealth Advisors, Inc. from 2013 to 2018. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm manages discretionary assets of approximately $335 million through a team of nine advisors, utilizing model strategies and sub-advisers while maintaining oversight and client communication.

Nathan Goebel is a CFP® with eight years of industry experience and is an advisor at AIS Planning since 2020. His prior roles include positions at Cetera Investment Services LLC, WealthCare Inc., VOYA Financial Advisors, and Northwestern Mutual. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans with financial planning, discretionary investment management, and qualified retirement plan consulting. The firm employs a team of nine advisors and manages several hundred client relationships, implementing portfolios primarily through model strategies and sub-advisers while maintaining oversight and client communication.

Sydney Meyer is a financial advisor at AIS Planning with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at firms including Five Star Financial, Sagepoint Financial, and Northwestern Mutual. Meyer is also an independent insurance agent licensed in accident & health, property & casualty, and life insurance. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm manages several hundred client relationships through a team of nine advisors, implementing portfolios primarily via model strategies and sub-advisers while maintaining client oversight and using asset-allocation, diversification, and tax-awareness principles.

Sarah Noble is a financial advisor at AIS Planning with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked at AIS Planning since 2019, with a brief tenure at Great Valley Advisor Group in 2023. Outside of her advisory role, she is the owner and president of Elevate Collective, LLC, a marketing consulting firm specializing in brand awareness, content creation, and video scripting. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans, managing discretionary assets of approximately $335 million through a team of nine advisors. The firm employs model strategies and sub-advisers such as SEI Investments Management Corporation and American Funds, focusing on asset allocation, diversification, and tax-awareness principles in its investment approach.

Sommer Oslund is a Series 65-licensed advisor at AIS Planning in St. Cloud, MN, with one year of industry experience. Prior to joining AIS Planning, she worked at Baby's on Broadway for six years and held roles at Health Partners and as a homemaker. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm manages discretionary assets of approximately $335 million through model strategies and sub-advisers, offering financial planning, investment management, and qualified retirement plan consulting.

Christopher Duke is a CFP® with six years of industry experience, currently serving as an advisor at AIS Planning in St. Cloud, MN. His prior roles include positions at Fitzwilliams Financial and Signature Family Wealth, as well as experience outside the financial sector. AIS Planning is a registered investment adviser that serves individuals, trusts, estates, and retirement plans. The firm manages discretionary assets of approximately $335 million through a team of nine advisors, implementing portfolios primarily via model strategies and sub-advisers such as SEI Investments Management Corporation and American Funds.

Tami Mayers is a financial advisor at AIS Planning in St. Cloud, MN, with seven years of industry experience. She holds her Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and NTT DATA Services. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm uses model strategies and sub-advisers for portfolio implementation while maintaining client oversight and offers a range of investment options alongside comprehensive fiduciary retirement-plan services.

Cathy Juilfs is a CFP® professional with 12 years of experience at AIS Planning, where she has worked since 2008. She holds a Series 66 designation and is based in St. Cloud, MN. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm manages several hundred client relationships with discretionary assets around $335 million and utilizes model strategies and sub-advisers such as SEI Investments Management Corporation and American Funds, implementing diversified portfolios across mutual funds, ETFs, equities, and fixed income.